See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $130,884 | $58,512+123.7% | $84,015+55.8% | $72,985+79.3% |
| Participation rate | 69.4% | 61.2%+8.1pp | 69.0%+0.3pp | 69.5%-0.1pp |
| Annual return | 15.65% | 28.93%-13.3pp | 71.31%-55.7pp | 81.00%-65.4pp |
| Employer contribution / active EE | $2,281 | $1,163+96.1% | $1,983+15.0% | $2,440-6.5% |
| Participant deferral / active EE | $3,025 | $2,394+26.4% | $3,239-6.6% | $3,607-16.2% |
| Admin fee / account holder | $2,928 | $4,569-35.9% | $6,101-52.0% | $5,124-42.9% |